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Bremer Bank adopts SEI Wealth Platform

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Bremer Bank is to adopt the SEI Wealth Platform, a fully-integrated, single-infrastructure wealth management solution developed to support client relationship management, including front, middle, and back-office services.

“We are in the midst of a wealth management evolution, and we are excited to provide Bremer Bank with a unified wealth platform that will improve efficiency while creating scale and capacity, unlocking potential for future growth,” says Al Chiaradonna, Senior Vice President of Private Banking at SEI. “As technology rapidly changes, consumer demand for a transparent, streamlined user experience increases. The SEI Wealth Platform will help enable Bremer to cultivate deeper interaction between their clients and wealth managers in a cohesive digital environment.”
 
Bremer Bank will migrate their existing book of business, which is roughly 3,700 accounts totalling USD4.5 billion in assets under administration (AUA), from SEI’s legacy platform, TRUST 3000, to the SEI Wealth Platform in late 2018.
 
“Our clients are our top priority, and the SEI Wealth Platform will allow us to deepen those relationships by refining the wealth advice process,” says Craig Ordal, President, Bremer Trust National Association. “The Platform’s modern technology simplifies on-boarding and portfolio management, enabling us to provide an increased level of intimacy for our clients.”

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